MSH Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MSH Capital Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$540K	Sell	9,559 -1,544	-14%	-$87.2K	0.09%	195
2026 Q1	$629K	Buy	11,103 +2,733	+33%	+$159K	0.13%	154
2025 Q4	$479K	Buy	+8,370	New	+$478K	0.1%	182
2023 Q4	–	Sell	-32,216	Closed	-$1.73M	–	222
2023 Q3	$1.73M	Sell	32,216 -7,373	-19%	-$406K	0.68%	48
2023 Q2	$2.19M	Buy	39,589 +1,628	+4%	+$88.9K	0.8%	39
2023 Q1	$2.07M	Buy	37,961 +7,809	+26%	+$424K	0.89%	33
2022 Q4	$1.64M	Buy	30,152 +7,911	+36%	+$430K	0.74%	42
2022 Q3	$1.14M	Buy	22,241 +1,940	+10%	+$108K	0.56%	66
2022 Q2	$1.13M	Buy	20,301 +3,475	+21%	+$201K	0.52%	68
2022 Q1	$1.03M	Buy	16,826 +4,838	+40%	+$293K	0.43%	77
2021 Q4	$758K	Buy	+11,988	New	+$739K	0.34%	83

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MSH Capital Advisors's JEPI Position: Q2 2026 in Review

MSH Capital Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $87.2K and leaving 9,559 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #195.

MSH Capital Advisors first reported a position in JEPI in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.19M in Q2 2023. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

MSH Capital Advisors held 9,559 shares of JPMorgan Equity Premium Income ETF worth $540K as of Q2 2026.
MSH Capital Advisors sold 1,544 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $87.2K.
JPMorgan Equity Premium Income ETF made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #195 holding.
MSH Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 11 quarters since.
MSH Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.19M in Q2 2023.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.